Use this screen to update the budget report tables with the budgeted data in the Project Total Budget and Project Budgets by Period screens. These report tables are then used as the basis for any budget information that appears on the Project Status Reports. You can also use this screen to delete budget report table rows from outdated budget revisions. This delete process will clear data and free disk storage, resulting in faster processing time.
Run this process after you have entered information into the Project Total Budget and Project Budgets by Period screens. You must run this process, and then run the Update Project Status Report Table screen (Projects\Process\Project\Update Project Status Report Table), before any budgeted information can appear on the project status report.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this group box to select the projects for which you want to create report tables. You must also select the accounting periods that you want to include in the process.
Projects *
Use this drop-down box to select the range of projects that you want to include in the process. The following options are available:
All - Select this option to include all available projects. The Start and End fields are disabled for this option.
One - Select this option to include only one project. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of projects. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the projects from the beginning of the available projects to a specific project in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the projects from a specific project to the end of all the available projects. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, a starting project number for the range that you want to include in the process.
If you select "One," "Range," or "To End," in the Projects Option field, you must enter a project number in this field.
If you select "All" or "From Beginning" in the Projects Option field, this field will be inactive.
Enter, or use Lookup to select, an ending project number for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Projects Option field, you must enter a project number in this field.
If you select "One" or "To End" in the Projects Option field, this field will be inactive.
Period *
Use this drop-down box to select the range of periods that you want to include in the process. The following options are available:
All - Select this option to include all available periods. The Start and End fields are disabled for this option.
One - Select this option to include only one period. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of periods. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the periods from the beginning of the available periods to a specific period in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the periods from a specific period to the end of all the available periods. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the fiscal year for which you would like to update the budget tables.
Enter, or use Lookup to select, a starting period number for the range that you want to include in the process.
If you select "One," "Range," or "To End," in the Period Option field, you must enter a period number in this field.
If you select "All" or "From Beginning" in the Period Option field, this field will be inactive.
Enter, or use Lookup to select, an ending period number for the range that you want to include in the process.
If you select "All," "Range," or "From Beginning" in the Period Option field, you must enter a period number in this field.
If you select "One" or "To End" in the Period Option field, this field will be inactive.
Use the fields in this group box to select the type of operation you would like to perform.
Use the drop-down box to select the type of maintenance you want to perform.
"Update" and "Delete" are the valid selections. "Update" will update the budget report tables with existing period or total budget information and "Delete" will delete rows from the report tables.
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
PSR_BUD_PD01
PSR_BUD_PD02
PSR_BUD_PD03
PSR_BUD_PD04
PSR_BUD_PD05
PSR_BUD_PD06
PSR_BUD_PD07
PSR_BUD_PD08
PSR_BUD_PD09
PSR_BUD_PD010
PSR_BUD_PD011
PSR_BUD_PD012
PSR_BUD_PD013
PSR_BUD_PD014
PSR_BUD_PD015
PSR_BUD_PD016
PSR_BUD_PD017
PSR_BUD_PD018
The data from the Total Budget screen will reside in the TOT_BUD_AMT columns in the tables above. The specific table that is updated will depend on the selection that you make in Select Periods group box.